From 939ae1994b8528d9404c8048ca37897e35739360 Mon Sep 17 00:00:00 2001 From: openclaw Date: Thu, 12 Mar 2026 13:53:31 +0800 Subject: [PATCH] =?UTF-8?q?=E5=88=A0=E9=99=A4Python=E8=84=9A=E6=9C=AC?= =?UTF-8?q?=EF=BC=9Aanalyze=5Fenergy=5Fstocks.py=20=E5=92=8C=20get=5Fstock?= =?UTF-8?q?=5Finfo.py?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- analyze_energy_stocks.py | 150 ----------------------------------- get_stock_info.py | 163 --------------------------------------- 2 files changed, 313 deletions(-) delete mode 100644 analyze_energy_stocks.py delete mode 100644 get_stock_info.py diff --git a/analyze_energy_stocks.py b/analyze_energy_stocks.py deleted file mode 100644 index e67b30a..0000000 --- a/analyze_energy_stocks.py +++ /dev/null @@ -1,150 +0,0 @@ -#!/usr/bin/env python3 -import requests -from datetime import datetime, timedelta -import json - -def get_market_news(): - """获取能源和电池相关新闻""" - - print("正在分析能源和电池股票涨停原因...") - print("=" * 60) - - # 常见原因分析（基于近期市场动态） - reasons = { - "政策驱动": [ - "新能源政策加码：国家发布新的能源转型规划", - "碳中和目标推动：各地加快新能源基础设施建设", - "补贴政策延续：新能源汽车购置补贴延长", - "储能政策支持：新型储能发展规划出台" - ], - "技术突破": [ - "电池技术突破：固态电池、钠离子电池取得进展", - "充电技术提升：超快充技术商业化应用", - "能量密度提高：新一代电池能量密度突破", - "成本下降：锂电池原材料价格回落" - ], - "市场需求": [ - "新能源汽车销量超预期", - "储能市场需求爆发式增长", - "海外市场订单大幅增加", - "传统能源转型需求迫切" - ], - "产业链利好": [ - "上游原材料供应改善", - "中游制造产能扩张", - "下游应用场景拓展", - "产业链协同效应显现" - ], - "资金面": [ - "机构资金大幅流入新能源板块", - "北向资金持续加仓电池股", - "公募基金调仓至新能源赛道", - "游资炒作热点轮动" - ] - } - - # 近期热门股票 - hot_stocks = { - "宁德时代": ["动力电池龙头", "储能业务增长", "海外订单增加"], - "比亚迪": ["新能源汽车销量领先", "刀片电池技术", "全产业链布局"], - "天齐锂业": ["锂资源龙头", "锂价企稳反弹", "产能释放"], - "隆基绿能": ["光伏龙头", "技术领先", "海外市场拓展"], - "通威股份": ["硅料+电池片", "成本优势", "一体化布局"] - } - - # 涨停股票示例（基于近期市场） - limit_up_stocks = [ - {"name": "众源新材", "reason": "电池箔需求增长，公司产能扩张"}, - {"name": "中煤能源", "reason": "煤炭板块走强，业绩超预期"}, - {"name": "宁波建工", "reason": "基建投资加码，新能源项目中标"}, - {"name": "绿发电力", "reason": "绿电概念火热，政策支持明确"} - ] - - return reasons, hot_stocks, limit_up_stocks - -def analyze_market_trend(): - """分析市场趋势""" - - print("市场趋势分析:") - print("-" * 40) - - trends = [ - "1. 新能源赛道整体回暖：经过前期调整后，新能源板块估值回归合理区间", - "2. 政策预期强化：两会期间新能源相关提案增多，市场预期政策利好", - "3. 业绩驱动：多家新能源公司发布超预期业绩预告", - "4. 技术面改善：板块指数突破关键阻力位，技术形态转好", - "5. 资金回流：前期流出资金开始回流新能源板块" - ] - - for trend in trends: - print(trend) - - print() - -def main(): - reasons, hot_stocks, limit_up_stocks = get_market_news() - - print("近期能源和电池股票涨停主要原因分析:") - print("=" * 60) - - # 显示主要原因 - for category, items in reasons.items(): - print(f"\n{category}:") - for item in items: - print(f" • {item}") - - print("\n" + "=" * 60) - print("热门股票分析:") - print("-" * 40) - - for stock, factors in hot_stocks.items(): - print(f"\n{stock}:") - for factor in factors: - print(f" ✓ {factor}") - - print("\n" + "=" * 60) - print("近期涨停股票示例:") - print("-" * 40) - - for stock in limit_up_stocks: - print(f"\n{stock['name']}:") - print(f" 涨停原因: {stock['reason']}") - - print() - analyze_market_trend() - - # 风险提示 - print("=" * 60) - print("风险提示:") - print("-" * 40) - risks = [ - "1. 政策变化风险：新能源政策可能调整", - "2. 技术迭代风险：新技术可能颠覆现有格局", - "3. 市场竞争风险：行业竞争加剧可能影响利润率", - "4. 原材料价格波动：锂、钴等原材料价格波动影响成本", - "5. 估值风险：部分股票涨幅较大，估值偏高" - ] - - for risk in risks: - print(risk) - - print("\n" + "=" * 60) - print("投资建议:") - print("-" * 40) - suggestions = [ - "1. 关注具有核心技术优势的龙头企业", - "2. 布局产业链关键环节公司", - "3. 注意估值合理性，避免追高", - "4. 分散投资，控制单一行业风险", - "5. 长期关注新能源转型趋势" - ] - - for suggestion in suggestions: - print(suggestion) - - print("\n" + "=" * 60) - print("数据更新时间:", datetime.now().strftime("%Y-%m-%d %H:%M:%S")) - print("=" * 60) - -if __name__ == "__main__": - main() \ No newline at end of file diff --git a/get_stock_info.py b/get_stock_info.py deleted file mode 100644 index 8bb7bdb..0000000 --- a/get_stock_info.py +++ /dev/null @@ -1,163 +0,0 @@ -#!/usr/bin/env python3 -import requests -import json -from datetime import datetime - -def get_energy_stocks_info(): - """获取能源电池股票信息""" - - print("能源电池板块近期表现分析") - print("=" * 60) - - # 模拟数据（实际应用中应从API获取） - energy_stocks = [ - { - "name": "宁德时代", - "code": "300750", - "recent_change": "+5.2%", - "limit_up_days": 2, - "reason": "储能订单超预期，海外市场突破" - }, - { - "name": "比亚迪", - "code": "002594", - "recent_change": "+4.8%", - "limit_up_days": 1, - "reason": "新能源汽车销量创新高" - }, - { - "name": "天齐锂业", - "code": "002466", - "recent_change": "+6.3%", - "limit_up_days": 1, - "reason": "锂价反弹，业绩预告超预期" - }, - { - "name": "隆基绿能", - "code": "601012", - "recent_change": "+3.9%", - "limit_up_days": 0, - "reason": "光伏出口增长，技术领先" - }, - { - "name": "通威股份", - "code": "600438", - "recent_change": "+4.5%", - "limit_up_days": 1, - "reason": "硅料价格企稳，成本优势明显" - } - ] - - battery_stocks = [ - { - "name": "亿纬锂能", - "code": "300014", - "recent_change": "+5.7%", - "limit_up_days": 1, - "reason": "动力电池产能释放" - }, - { - "name": "国轩高科", - "code": "002074", - "recent_change": "+4.2%", - "limit_up_days": 0, - "reason": "大众入股合作深化" - }, - { - "name": "欣旺达", - "code": "300207", - "recent_change": "+3.8%", - "limit_up_days": 0, - "reason": "消费电池需求回暖" - }, - { - "name": "璞泰来", - "code": "603659", - "recent_change": "+6.1%", - "limit_up_days": 2, - "reason": "负极材料供不应求" - }, - { - "name": "恩捷股份", - "code": "002812", - "recent_change": "+4.9%", - "limit_up_days": 1, - "reason": "隔膜技术领先，产能扩张" - } - ] - - return energy_stocks, battery_stocks - -def analyze_sector_performance(): - """分析板块表现""" - - print("\n板块表现综合分析:") - print("-" * 40) - - # 板块轮动分析 - sectors = [ - {"name": "锂电池", "heat": "高热", "trend": "上涨", "driver": "新能源汽车销量超预期"}, - {"name": "光伏", "heat": "中热", "trend": "震荡上行", "driver": "海外需求增长"}, - {"name": "储能", "heat": "高热", "trend": "强势上涨", "driver": "政策支持加码"}, - {"name": "风电", "heat": "温热", "trend": "温和上涨", "driver": "装机量提升"}, - {"name": "氢能", "heat": "升温", "trend": "概念炒作", "driver": "技术突破预期"} - ] - - print("板块轮动情况:") - for sector in sectors: - print(f" {sector['name']}: {sector['heat']} | 趋势: {sector['trend']}") - print(f" 驱动因素: {sector['driver']}") - - print("\n资金流向:") - print(" • 北向资金: 近期持续净流入新能源板块") - print(" • 机构资金: 公募基金加仓电池产业链") - print(" • 游资: 活跃于储能、钠离子电池概念") - print(" • 散户: 跟风情绪浓厚，交易活跃") - -def main(): - energy_stocks, battery_stocks = get_energy_stocks_info() - - print("能源股近期表现:") - print("-" * 40) - for stock in energy_stocks: - status = "涨停" if stock['limit_up_days'] > 0 else "上涨" - print(f"{stock['name']}({stock['code']}): {stock['recent_change']} {status}") - print(f" 原因: {stock['reason']}") - if stock['limit_up_days'] > 0: - print(f" 近期涨停天数: {stock['limit_up_days']}天") - print() - - print("\n电池股近期表现:") - print("-" * 40) - for stock in battery_stocks: - status = "涨停" if stock['limit_up_days'] > 0 else "上涨" - print(f"{stock['name']}({stock['code']}): {stock['recent_change']} {status}") - print(f" 原因: {stock['reason']}") - if stock['limit_up_days'] > 0: - print(f" 近期涨停天数: {stock['limit_up_days']}天") - print() - - analyze_sector_performance() - - # 总结 - print("\n" + "=" * 60) - print("核心结论:") - print("-" * 40) - conclusions = [ - "1. 政策、技术、需求三重驱动新能源板块上涨", - "2. 储能和动力电池是当前最热细分领域", - "3. 龙头公司表现强势，资金集中度提高", - "4. 产业链上下游联动上涨特征明显", - "5. 需警惕短期涨幅过大后的调整风险" - ] - - for conclusion in conclusions: - print(conclusion) - - print("\n" + "=" * 60) - print("数据来源: 基于公开市场信息整理") - print(f"分析时间: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}") - print("=" * 60) - -if __name__ == "__main__": - main() \ No newline at end of file